Atlas Fiduciary Financial, LLC: Financial Planning and Investments

10/21/2024

https://www.linkedin.com/events/inspiringwomentousethepowerofmo7253132747819356160/about/

There is still time to register!

Please join us for a complimentary workshop, Inspiring Women to Use the Power of Money for Good presented by Laura Mattia '82, '90 MBA, PhD. In this workshop, you'll pinpoint your key goals and explore strategies to safeguard your resources to achieve them. You'll also discover various methods for g...

03/14/2024

Curious to know additional ways to save money on your taxes!?

👉Check out Laura and Steve's new YouTube Video on Tax Season Opportunities below...

We believe as your comprehensive financial planner, helping you navigate the complexities of the tax landscape, minimize tax liabilities, and achieve your fi...

06/09/2023

Atlas Fiduciary is offering an adult class"

Secrets to Investing Used by the Ultra High-Net-Worth

03/25/2023

My partner Laura and I released a new video that discusses Monte Carlo, it's use in financial planning and portfolio construction.

Contact us:[email protected]@[email protected]@atlasfiduciary.comwww.atlasfiduciary.com The blog that accompani...

01/23/2023

Laura and Steve discuss what happened to the stock market and the economy in 2022 and what it means for the future!

Contact us:[email protected]@[email protected]@atlasfiduciary.comwww.atlasfiduciary.com (You may sign up for up...

11/14/2022

Join the Wealth in Retirement Facebook Group by clicking the link below (and click Join Group) to gain access to our advanced retirement planning webinars on the following scheduled times!

https://www.facebook.com/groups/600171758472290/

11/11/2022

10/14/2022

Why you should not own bond funds:

This week my partner Laura and I taped a video discussing the state of the bond market in 2022. We discuss why it makes sense to own individual bonds instead of bond funds. The link is below:

Contact us:[email protected]@[email protected] (You may sign up for updates on our website), we ...

09/08/2022

A Tax Planning Opportunity in a Bear Market - Pros and Cons

Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!

Watch our video where we discuss this and also read our blog on our website:

https://atlasfiduciary.com/tax-loss-harvesting-pros-and-cons/

09/08/2022

Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!

First, a quick review:
Assume you purchase a stock, mutual fund, or ETF for $100, and its value declines to $80. If you sell the investment, you "capture" a loss of $20. That loss may offset capital gains whenever they occur, and if you do not have any gains in the same year, then the loss can be carried forward forever (it does disappear at one's death, which means some planning may be necessary if you are ill). You may also use the loss by deducting up to $3,000 from ordinary income as long as it exists.

We discuss this and much more.

08/03/2022

Building a Portfolio for the Long Term

Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.
By Stephen Craffen

01/28/2022

https://conta.cc/3AGtjyt

Our thoughts on that, the economy and human behavior Dear Greetings! These are trying times for investors, the times that test our will and endurance. In most years, markets experience significant dec